+297.3%
GE price history and return analytics
+357.6%
-60.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.6% | +1.2% | +1.0% |
| 7D | +6.3% | +0.4% | +5.9% | +5.9% |
| 30D | +8.9% | -2.6% | +11.5% | +12.0% |
| 3M | -9.2% | -3.2% | -6.0% | -6.0% |
| 6M | +13.2% | +0.9% | +12.3% | +12.0% |
| YTD | +9.4% | +11.3% | -1.9% | -2.1% |
| 1Y | +9.8% | +14.0% | -4.2% | -4.1% |
| 3Y | +278.2% | +75.8% | +202.3% | +110.6% |
| 5Y | +396.0% | +57.8% | +338.2% | +211.2% |
| 10Y | +162.4% | +219.8% | -57.4% | -16.8% |
| All | +297.3% | +357.6% | -60.3% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling